LPL Financial Research Publications Receive timely updates on our client approved Research Publications. https://www.lpl.com/content/dam/lplresearch/~rss/LPL_Financial_Research_Publications.xml Mon, 06 Oct 2025 08:44:27 -0400 Mon, 06 Oct 2025 08:44:27 -0400 FeedForAll v2.0 (2.0.4.0) http://www.feedforall.com https://www.lpl.com/content/dam/lpl-research/images/LPL_Logo.png LPL Financial Research Publications https://www.lpl.com/content/dam/lplresearch/~rss/LPL_Financial_Research_Publications.xml LPL Financial Research Publications. 48 48 <description/> <link>https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-10-06-25.pdf</link> <guid isPermaLink="false">Weekly Market Commentary | October 6, 2025</guid> <category domain="www.lpl.com">weekly</category> <pubDate>Mon, 06 Oct 2025 08:44:27 -0400</pubDate> </item> <item> <title>Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 1, 2025 LPL addresses the U.S. government shutdown, its historical market impact, and the broader economic outlook. Despite near-term volatility, strong fundamentals, resilient earnings, and long-term growth drivers suggest continued market strength. https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-10- 2025.pdf Client Letter | October 2025 weekly Fri, 03 Oct 2025 15:57:40 -0400 Rate and Credit View | Can Investment-Grade Corporate Bonds be the New Risk-Free Asset? | October 2025 LPL Research explores whether investment-grade corporate bonds can rival U.S. Treasuries as the new risk-free asset amid rising national debt and political dysfunction. https://www.lpl.com/content/dam/lpl-research/documents/rate-and-credit-viewoctober-2025.pdf Rate and Credit View | October 2025 weekly Thu, 02 Oct 2025 12:14:11 -0400 Equity Strategy Insights | International Equities Are Attractively Valued, But What Else Is New? | September 2025 LPL Research examines whether attractive valuations and technical strength in international equities can overcome weak growth, innovation, and earnings. https://www.lpl.com/content/dam/lpl-research/documents/equity-strategy-insightsseptember-2025.pdf Equity Strategy Insights | September 2025 weekly Mon, 29 Sep 2025 17:14:30 -0400 Weekly Market Commentary | Equity Market Melt-Up Cools as Government Shutdown Looms | September 29, 2025 LPL Research analyzes recent market performance as Fed expectations, strong economic data, government shutdown concerns and more continue to have an impact. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-09-29-25.pdf Weekly Market Commentary | Equity Market Melt-Up Cools as Government Shutdown Looms | September 29, 2025 weekly Mon, 29 Sep 2025 08:45:38 -0400 Weekly Market Commentary | No Risk-Free Path | September 22, 2025 LPL Research examines the potential effects of recent Fed actions. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-09-22-25.pdf Weekly Market Commentary | No Risk-Free Path | September 22, 2025 weekly Mon, 22 Sep 2025 09:02:38 -0400 Weekly Market Commentary | The Intersection of Political Uncertainty and Global Debt Markets | September 15, 2025 LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on bond yields. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-09-15-25.pdf Weekly Market Commentary | The Intersection of Political Uncertainty and Global Debt Markets | September 15, 2025 weekly Tue, 16 Sep 2025 07:12:01 -0400 Global Portfolio Strategy | September Fed Rate Cut Is Probably a Lock as Job Growth Slows | September 9, 2025 LPL Research recaps a month of continued S&P 500 strength, reasons for a likely Fed rate cut, and small cap outperformance. https://www.lpl.com/content/dam/lpl-research/documents/global-portfoliostrategy-september-2025.pdf Global Portfolio Strategy | September 9, 2025 weekly Tue, 09 Sep 2025 10:18:27 -0400 Weekly Market Commentary | Stocks Are Following the Market’s Playbook | September 8, 2025 LPL sees bull market strength as stocks follow recovery trends, with AI growth, Fed cuts, and economic resilience driving upside. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-09-08-25.pdf Weekly Market Commentary | September 8, 2025 weekly Mon, 08 Sep 2025 07:57:09 -0400 Client Letter | Say Good-Bye to Summer and Hello to Historically Weak September | September 3, 2025 LPL Research highlights Fed rate cuts, strong earnings, and a resilient market outlook amid seasonal risks and policy shifts. https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-09- 2025.pdf Client Letter | September 2025 weekly Wed, 03 Sep 2025 08:58:14 -0400 Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025 Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s Weekly Market Commentary. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-09-02-25.pdf Weekly Market Commentary | September 2, 2025 weekly Tue, 02 Sep 2025 08:16:57 -0400 Thirty-Thousand Feet | At the Crossroads: The Dollar’s Pivotal Moment | August 2025 LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its long-term bull market. https://www.lpl.com/content/dam/lpl-research/documents/thirty-thousand-feetaugust-2025.pdf Thirty-Thousand Feet | At the Crossroads: The Dollar’s Pivotal Moment | August 2025 weekly Thu, 28 Aug 2025 15:12:53 -0400 Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025 LPL Research examines recent Fed comments and what to expect moving forward. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-08-25-25.pdf Weekly Market Commentary | August 25, 2025 weekly Mon, 25 Aug 2025 09:16:49 -0400 Weekly Market Commentary | Earnings Season Delivers | August 18, 2025 LPL Research discusses key takeaways from the most recent earnings season. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-08-18-25.pdf Weekly Market Commentary | August 18, 2025 weekly Mon, 18 Aug 2025 10:04:12 -0400 Global Portfolio Strategy | Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs | August 7, 2025 LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven earnings, evolving trade dynamics, and shifting interest rate expectations. https://www.lpl.com/content/dam/lpl-research/documents/global-portfoliostrategy-august-2025.pdf Global Portfolio Strategy | August 8, 2025 weekly Mon, 11 Aug 2025 15:01:21 -0400 Weekly Market Commentary | Stocks Sailing Smoothly Through Policy Crosscurrents So Far | August 11 2025 LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-08-11-25.pdf Weekly Market Commentary | August 11 2025 weekly Mon, 11 Aug 2025 08:52:28 -0400 Client Letter | Resilient Markets Amid Economic Crosscurrent | August 6, 2025 As July wrapped up and August got underway, investors were met with a whirlwind of market-moving events — from central bank speculation and a flurry of earnings reports to surprising economic data and shifting trade dynamics. LPL Research cuts through the noise to share key insights and help investors make sense of what’s ahead. https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-08- 2025.pdf Client Letter August 2025 weekly Wed, 06 Aug 2025 09:11:04 -0400 Weekly Market Commentary | Seven Takeaways From a Dizzying Week For Markets | August 4, 2025 LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-08-04-25.pdf Weekly Market Commentary | August 4, 2025 weekly Mon, 04 Aug 2025 10:53:31 -0400 Weekly Market Commentary | Economy in Uncharted Waters | July 28, 2025 LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising delinquencies, and shifting market leadership. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-07-28-25.pdf Weekly Market Commentary | July 28, 2025 weekly Mon, 28 Jul 2025 08:48:31 -0400 Rate and Credit View | Making Mortgage Finance Private Again | July 2025 LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on mortgage rates, credit access, and the MBS market. https://www.lpl.com/content/dam/lpl-research/documents/rate-and-credit-viewjuly-2025.pdf Rate and Credit View | July 2025 weekly Fri, 25 Jul 2025 13:36:06 -0400 Weekly Market Commentary | Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | July 21, 2025 LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-07-21-25.pdf Weekly Market Commentary | July 21, 2025 weekly Mon, 21 Jul 2025 08:59:13 -0400 Equity Strategy Insights | A Lot Riding on Second Quarter Earnings Season | July 2025 LPL Research asks will second quarter results and guidance from corporate America be good enough to set up positive earnings surprises in the second half despite tariffs? https://www.lpl.com/content/dam/lpl-research/documents/equity-strategy-insightsjuly-2025.pdf Equity Strategy Insights | July 2025 weekly Thu, 17 Jul 2025 13:03:28 -0400 Midyear Outlook 2025 | Pragmatic Optimism, Measured Expectations | July 8, 2025 LPL Financial is pleased to offer 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations, providing a comprehensive recap of the economy and market to date, plus a forecast through year-end. https://www.lpl.com/content/dam/lpl-research/documents/midyear-outlook2025.pdf Midyear Outlook 2025 | Pragmatic Optimism, Measured Expectations | July 8, 2025 weekly Wed, 16 Jul 2025 16:03:25 -0400 Market Insight Quarterly | Q2 2025 This quarterly publication helps provide clarity and context to the issues affecting the economy, stock, and bond market. https://www.lpl.com/content/dam/lpl-research/documents/market-insightquarterly-q2-2025.pdf Market Insight Quarterly | Q2 2025 weekly Mon, 14 Jul 2025 14:04:46 -0400 Global Portofolio Strategy | S&P 500 Starts the Second Half at an All-Time High | July 10, 2025 LPL Research raised its S&P 500 and 10-year yield targets, along with an upgrade on two alternative investment strategies. https://www.lpl.com/content/dam/lpl-research/documents/global-portfoliostrategy-july-2025.pdf Global Portfolio Strategy | July 10, 2025 weekly Mon, 14 Jul 2025 11:33:39 -0400 Weekly Market Commentary | Midyear Stock Market Insights: Challenges and Opportunities | July 14, 2025 LPL Research provides their midyear stock market outlook, discussing tariffs, geopolitical uncertainty, the Mag 7, and more. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-07-14-25.pdf Weekly Market Commentary | July 14, 2025 weekly Mon, 14 Jul 2025 10:58:14 -0400 Client Letter | Midyear Outlook 2025 | July 8, 2025 LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available. https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investormidyear-outlook-07-2025.pdf Client Letter | Midyear Outlook 2025 | July 8, 2025 weekly Tue, 08 Jul 2025 09:08:47 -0400 July 2025 Client Letter | America Gets Record High Stock Prices for Its Birthday Markets sizzle — S&P hits new highs amid global shifts, AI buzz, and policy tailwinds. Can the rally keep cooking into year-end? https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-07- 2025.pdf July 2025 Client Letter | America Gets Record High Stock Prices for Its Birthday weekly Thu, 03 Jul 2025 13:00:38 -0400 Weekly Market Commentary | Strategic Time Horizon Supports Allocation to NonU.S. Equities | June 30 2025 LPL Research examines why strategic allocations should still consider diversification into international equities. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-06-30-25.pdf Weekly Market Commentary | June 30 2025 weekly Mon, 30 Jun 2025 09:51:11 -0400 Weekly Market Commentary | China’s Equity Market Diverges: A-Shares vs. H-Shares | June 23 2025 LPL Financial explores the split in China’s stock market, as mainland Ashares struggle and internationally accessible H-shares rally on renewed investor interest. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-06-23-25.pdf Weekly Market Commentary | June 23 2025 weekly Mon, 23 Jun 2025 09:23:19 -0400 Weekly Market Commentary | Inflation’s Importance to Financial Markets Cannot Be Overstated | June 16, 2025 Inflation’s effects on the economy, policy, and the financial markets are wideranging. LPL Financial explores the ways inflation can impact the market. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-06-16-25.pdf weekly-market-commentary-06-16-25.pdf weekly Wed, 18 Jun 2025 10:13:16 -0400 Global Portfolio Strategy | Staying the Course as S&P 500 Threatens New Highs | June 2025 U.S. stocks settled sharply higher last month with the S&P 500 and Nasdaq delivering their best month since November 2023. https://www.lpl.com/content/dam/lpl-research/documents/global-portfoliostrategy-june-2025.pdf global-portfolio-strategy-june-2025.pdf weekly Thu, 12 Jun 2025 14:25:35 -0400 Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025 Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which sectors are buying and how it could shape future returns. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-06-09-2025.pdf Weekly Market Commentary | June 9, 2025 weekly Mon, 09 Jun 2025 09:31:42 -0400 June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continues LPL Research discusses potential implications of latest tariff news, solid first quarter earnings results, and bond market headwinds. https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-06- 2025.pdf June 2025 client letter weekly Wed, 04 Jun 2025 13:07:33 -0400 Weekly Market Commentary | Tariffs and Market Volatility Likely to Stick LPL Research discusses recent tariff news, what direction the Trump administration might go in next, and potential market implications. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-06022025.pdf weekly-market-commentary-06022025.pdf weekly Mon, 02 Jun 2025 09:36:28 -0400 Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally? LPL Research discusses first quarter's solid reporting season and why it might not offer much of a confidence boost for the rest of 2025's market outlook. https://www.lpl.com/content/dam/lpl-research/documents/weekly-marketcommentary-05272025.pdf weekly-market-commentary-05272025.pdf weekly Tue, 27 May 2025 09:52:48 -0400 Weekly Market Commentary | Market Update: Tariff Pause Boosts Sentiment, Fed Steady LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, and the ongoing strength of the U.S. dollar. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_05192025.pdf weekly Mon, 19 May 2025 10:30:19 -0400 Weekly Market Commentary | Bulls Are on Trial LPL Research discusses trade talks and their market outlook, noting progress but ongoing uncertainty due to tariff risks and economic conditions. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_05122025.pdf Weekly_Market_Commentary_05122025.pdf weekly Mon, 12 May 2025 11:32:24 -0400 LPL Research| May 2025 Global Portfolio Strategy | Adding Global Diversification on Growing Trade Optimism Major averages ended a volatile April mostly lower after paring back a deep correction in the wake of the April 2 reciprocal tariff announcement. https://www.lpl.com/content/dam/lpl-research/documents/GlobalPortfolioStrategyMay2025.pdf GlobalPortfolioStrategy-May2025.pdf weekly Thu, 08 May 2025 14:26:12 -0400 Market Resilience Amid Uncertainty LPL highlights the stock market’s resilience, emphasizing downturns often create opportunities for disciplined, long-term investors. https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-05- 2025.pdf #735671 weekly Wed, 07 May 2025 13:15:10 -0400 Finding Value Among the Muni Market Malaise LPL Research highlights the volatile month for the municipal bond market, the impact of supply outpacing demand, strong credit fundamentals, and more. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_05052025.pdf weekly Mon, 05 May 2025 08:34:19 -0400 Weekly Market Commentary | Softer Tone on China Is Encouraging, but Some Caution Still Advised LPL Research discusses recent market advancements and what they might mean for investing. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_04282025.pdf Weekly_Market_Commentary_04282025.pdf weekly Mon, 28 Apr 2025 09:39:09 -0400 Revising Our S&P 500 Target Amid a Storm of Uncertainty LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows recently being reached. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_04212025.pdf weekly Mon, 21 Apr 2025 08:50:25 -0400 Decent Chance Stock Market Bottom Is in but Far From Certain LPL Research provides perspective on recent volatility and the risk-reward trade-off for stocks following last week’s rebound. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_04142025.pdf weekly Mon, 14 Apr 2025 09:49:21 -0400 Global Portfolio Strategy | Market Sell-Off Intensifies on Adverse Tariff News | April 11, 2025 U.S. equity markets extended declines in March, with the S&P 500 suffering its biggest monthly decline since December of 2022. https://www.lpl.com/content/dam/lpl-research/documents/GlobalPortfolioStrategyApril2025.pdf GlobalPortfolioStrategy-April2025.pdf weekly Fri, 11 Apr 2025 12:57:26 -0400 A Gut Check Moment for Markets – and Investors LPL Research discusses what they're focused on amidst recent market volatility. https://www.lpl.com/content/dam/lplresearch/documents/Client_Letter_04072025.pdf Client_Letter_04072025.pdf weekly Mon, 07 Apr 2025 16:59:54 -0400 Tariff Turmoil: Where Do We Go from Here? LPL Research provides key takeaways from recent tariff news, including some potential silver linings. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_04072025.pdf Weekly_Market_Commentary_04072025.pdf weekly Mon, 07 Apr 2025 10:00:58 -0400 Trade Tensions Intensify LPL Research provides insights on recent trade tensions and encourages investors to focus on the long term. https://www.lpl.com/content/dam/lpl-research/documents/ghostwritten-clientletter-04-04-2025.docx weekly Sun, 06 Apr 2025 07:17:23 -0400 Tariffs Bring April Showers For Markets | Client Letter | April 2, 2025 LPL Research discusses tariffs' economic impact, noting economic uncertainty and potential slowdown. https://www.lpl.com/content/dam/lplresearch/documents/Client_Letter_04022025.pdf Client_Letter_04022025 weekly Sat, 05 Apr 2025 11:33:42 -0400 Tariff Uncertainty Facing Stocks to Start Clearing Soon | March 31, 2025 LPL Research discusses how markets continue to struggle with trade uncertainty ahead of this week's big tariff announcements. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_03312025.pdf weekly Mon, 31 Mar 2025 09:53:52 -0400 Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025 LPL Research discusses the Fed's approach to economic uncertainties, inflation, and adjustments to balance sheet runoff. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_03242025.pdf Weekly_Market_Commentary_03242025.pdf weekly Mon, 24 Mar 2025 10:03:15 -0400 Market Correction Perspective LPL Research explores the market correction, what signals imply selling may be over, and why solid fundamentals should provide a backstop from a bear market. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_03172025.pdf weekly Mon, 24 Mar 2025 10:03:15 -0400 Navigating Market Volatility LPL Research discusses strategies for weathering market volatility. https://www.lpl.com/content/dam/lplresearch/documents/Client_Letter_03122025.pdf Navigating Market Volatility weekly Mon, 17 Mar 2025 14:18:31 -0400 Outlook 2025 | Pragmatic Optimism Outlook 2025 provides in-depth analyses and insights from LPL Research’s leadership team to help you prepare for the upcoming year. https://www.lpl.com/content/dam/lpl-research/documents/lpl-research-outlook2025.pdf lpl-research-outlook-2025.pdf weekly Sat, 15 Mar 2025 12:46:47 -0400 New Year, Same Bull Market? LPL Research discusses why they believe investors should give the bull market the benefit of the doubt. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_01132025.pdf Weekly_Market_Commentary_01132025.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty LPL Research previews Q4 2024 earnings season, and thanks to the banks, it's off to a good start. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_01212025.pdf Weekly_Market_Commentary_01212025.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 Navigating Strategic and Tactical Investment Horizons: The Differences LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_03102025.pdf Weekly_Market_Commentary_03102025.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 Is the Bond Market Worried About Inflation? LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_01272025.pdf Weekly_Market_Commentary_01272025.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 Mixed Market Messages LPL Research downgrades the U.S. dollar from positive to neutral as sentiment was weighed down from multiple angles and tariff and trade uncertainty lingered. https://www.lpl.com/content/dam/lpl-research/documents/GlobalPortfolioStrategyMarch2025.pdf Mixed Market Messages weekly Mon, 10 Mar 2025 12:46:19 -0400 Another Strong Year for Stocks LPL Research discusses what investors can take away from the stock market’s surprising ascent in 2024. https://www.lpl.com/content/dam/lplresearch/documents/Client_Letter_01082025.pdf Client_Letter_01082025.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 The Fed Resets Expectations for Next Year LPL Research shares some important factors that could determine the economic path for 2025. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_12232024.pdf Weekly_Market_Commentary_12232024.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 Keys to Stock Market Gains in 2025 LPL Research shares some important factors that could determine the economic path for 2025. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_12302024.pdf Weekly_Market_Commentary_12302024.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 Ingredients in Place for Another Good Year for Stocks in 2025 Stocks ended mostly lower in December as historically strong seasonality failed to materialize https://www.lpl.com/content/dam/lpl-research/documents/GlobalPortfolioStrategyJanuary2025.pdf GlobalPortfolioStrategy-January2025.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 Evaluating Stock and Bond Market Predictions From 2024 The LPL Research team evaluates the accuracy of their stock and bond market forecasts from 2024. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_01062025.pdf Weekly_Market_Commentary_01062025.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 A Golden Age for Income Investors Will 2025 be the year for fixed income? LPL Research examines what could be in store for fixed income markets in the year ahead. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_12162024.pdf Weekly_Market_Commentary_12162024.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 AI Advances and Tariff Tactics LPL Research discusses America's lead in the AI race and the potential economic impact of President Trump's impending tariffs. https://www.lpl.com/content/dam/lplresearch/documents/Client_Letter_02052025.pdf Client_Letter_02052025.pdf weekly Mon, 10 Mar 2025 12:46:19 -0400 Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025 LPL Research discusses the case for bull and bear markets in 2025. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_02102025.pdf Weekly_Market_Commentary_02102025.pdf weekly Fri, 07 Mar 2025 12:29:07 -0500 Refinancing ZIRP | Weekly Market Commentary | February 24, 2025 LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_02242025.pdf Weekly_Market_Commentary_02242025.pdf weekly Fri, 07 Mar 2025 12:28:12 -0500 Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025 LPL Research explores the latest round of tariff news and why the metals market is heating up. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_02182025.pdf Weekly_Market_Commentary_02182025.pdf weekly Fri, 07 Mar 2025 12:28:12 -0500 Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025 The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials. https://www.lpl.com/content/dam/lpl-research/documents/GlobalPortfolioStrategyFebruary2025.pdf GlobalPortfolioStrategy-February2025.pdf weekly Fri, 07 Mar 2025 12:28:12 -0500 Tariff Transition LPL Research discusses the U.S. economy's expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market. https://www.lpl.com/content/dam/lplresearch/documents/Client_Letter_03052025.pdf Client_Letter_03052025 weekly Wed, 05 Mar 2025 15:47:35 -0500 Earnings Season Recap: Strong Growth, Big Upside, Now What? LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025. https://www.lpl.com/content/dam/lplresearch/documents/Weekly_Market_Commentary_03032025.pdf weekly Mon, 03 Mar 2025 09:13:58 -0500